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Credentials
Series 63
Experience Industry experience
36 years
Location
Wellington, KS 67152-3843
Buellesfeld Financial Services, Inc.
Independent
Total advisors
1Clients per advisor
229 Very HighAvg AUM per client
$186,606 LowHNW client ratio
2% LowJohn Buellesfeld is the principal advisor at Buellesfeld Financial Services, Inc. in Wellington, Kansas. He holds a Series 63 designation and has 35 years of industry experience, having led his independent firm since 2002. Buellesfeld Financial Services provides discretionary portfolio management and financial consulting primarily for individual investors, including taxable and tax-advantaged accounts. The firm combines fundamental, technical, cyclical, and charting analysis to guide investment decisions, while also offering tax preparation, tax counseling, and insurance services.
Based on Buellesfeld Financial Services, Inc.
$0 - $100,000: 2.50% $100,001 - $1,000,000: 2.25% Over $1,000,000+: 2.00%
Wellington, KS
221 West Harvey, Suite 108
Wellington KS 67152-3843
Advisors at this office
1
Kansas · Texas
36 years of industry experience
Buellesfeld Financial Services, Inc.
2002 - Present • 24 years
Wellington, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Wellington, KS
Edward Jones
Daniel Yo Nash is a financial advisor with Edward Jones in Wellington, Kansas, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Edward Jones since 2012. Nash serves on the Career & Technical Education Advisory Committee in Wellington, focusing on Entrepreneurship, Marketing, and Finance. Additionally, he owns a business selling sports cards and collectibles and operates Yo-Yo Enterprises, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.
Series 66
Wellington, KS
Edward Jones
Jeri Hunt is a Series 66 licensed financial advisor with Edward Jones, based in Wellington, KS. She has a total of 19 years of industry experience, including 17 years at Valley State Bank before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.
Series 66
Wellington, KS
Edward Jones
Ross Norris is a Series 66 licensed financial advisor with Edward Jones in Wellington, KS, where he has worked since 2018. He has seven years of industry experience, including prior roles at Wal Mart Stores, Inc. and INTRUST Bank, NA. Outside of his advisory work, Norris serves as a supervising judge volunteer at the Sumner County Elections Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.
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